Wealth Management Client Service Representative - Money Movement

Northern Trust Corp; Chicago (IL); On-site; USD 48,000 - 72,000; Full time

Job summary

Northern Trust is seeking a professional for Wealth Management operations to execute money movement requests and support client servicing.

You will review and process wires, ACHs, transfers, and related account activities in line with authentication requirements and internal best practices.

Qualifications

• 1-3 years of experience in financial and/or client servicing experience preferred.
• Knowledge of investment, banking and/or personal trust and advisory operations preferred to assist relationship management teams.

Responsibilities

• Execute trust and banking money movement requests accurately and efficiently (wires, ACHs, transfers).
• Review requests thoroughly and process in compliance with Wealth Management Authentication and Verification Requirements.
• Meet SLAs while maintaining attention to detail and minimal processing errors.
• Communicate clearly with Front Office partners and internal stakeholders; provide status updates until resolution.
• Escalate questions or risks to team consultants and leadership as needed.

Skills

Client servicing

Financial industry

Analytical skills

Attention to detail

Tools

Salesforce

Outlook

Adobe

Excel

Word

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Key Responsibilities

Execute trust and banking money movement requests accurately and efficiently, including but not limited to wires, ACHs, transfers, protected profiles, recurring instructions, check issuing, deposit requests, and related account activities Review all requests thoroughly and process work in compliance with Wealth Management Authentication and Verification Requirements and NCSS best practices Meet published service level agreements (SLAs) while maintaining strong attention to detail and minimal processing errors Communicate clearly, professionally, and proactively with Front Office partners and internal stakeholders; provide status updates as needed until resolution Escalate questions, risks, or unclear requirements appropriately to team consultants and leadership to ensure accurate execution.

Training, Development & Knowledge

Complete all required organizational and business unit training by established deadlines Demonstrate working knowledge of applicable standards, procedures, and operational updates. Acquired through on the job training.

Team & Business Contribution

Contribute positively to team and business unit goals through collaboration, accountability, and professionalism Support Wealth Management initiatives and cross-functional efforts as requested Demonstrate consistent productivity, reliable attendance, and willingness to provide coverage or backup support when needed Uphold service standards and contribute to a culture of quality, ownership, and continuous improvement.

Technology & Systems Proficiency

Develops proficiency in required systems and applications. Acquired through on the job training. Use provided applications (Salesforce, Outlook, Adobe, Excel, Word) effectively to support daily work Stay current on system enhancements and apply them to improve efficiency and service quality.

Necessary Skills and Experience

1-3 years of experience in financial and/or client servicing experience preferred. Knowledge of investment, banking and/or personal trust and advisory operations, products and services usually acquired through related work experience is preferred in order to assist relationship management teams in processing clients’ servicing needs. Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.

Salary Range

$48,000 - 72,000 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Looking for greater? You found it.

A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Terms and Conditions

Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure - North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)